Jake Wynn serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he partners with clients and their families to develop financial plans aimed at achieving their financial goals and providing peace of mind. He emphasizes building strong relationships and maintaining trust, reliability, and competency through open communication and ongoing plan evaluation. Prior to joining Fidelity Investments, Jake worked as a Senior Financial Consultant at TD Ameritrade from 2017 to 2020 and as a Financial Advisor at Prudential Financial between 2015 and 2017. His career also includes experience as an Operations Manager at Palmetto from 2013 to 2016.

Edwards Brawley is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 designations and possessing 44 years of industry experience. His prior experience includes eight years at UBS Financial Services before joining Ameriprise in 2009. Outside of his advisory role, he operates a business through Edgeworth Capital Group, a wealth management practice of Ameriprise. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Michael Barker is a financial advisor with Ameriprise in Mt Pleasant, SC, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, with eligibility criteria based on investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, using a combination of research, modeling, and tax-efficiency analysis to deliver personalized retirement recommendations.

Kenneth Fickling is a financial advisor with LPL Financial in Mount Pleasant, SC, holding a Series 66 designation and 26 years of industry experience. His prior experience includes roles at Cetera, Wells Fargo Clearing Services, A.G. Edwards & Sons, and UBS Financial Services. He is also involved in Charleston Retirement Planning, a non-variable insurance and investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Thomas Clarke is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory duties, he is an organizer of Breakwater Holdings LLC, a real estate investment entity in Mount Pleasant, South Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and structured discovery conversations in its financial planning process.

Brannigan Beam is a CFP® and ChFC® credentialed financial advisor with 23 years of industry experience. He is currently with Mass Mutual Investors Services and Massachusetts Mutual Life Company, having previously worked for Northwestern Mutual in various capacities. Outside of his advisory role, he is an author and serves on a nonprofit board. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser that provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm focuses on collaborative annual financial planning engagements using firm-approved analytical tools and offers specialized services such as divorce planning, estate settlement, and employer-sponsored planning.

John Harris is a financial advisor with Raymond James & Associates in Mt. Pleasant, SC, holding a Series 63 designation and 44 years of industry experience. He worked at Citigroup Global Markets for 17 years before joining Raymond James & Associates in 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Mattison McCurry is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. McCurry has been with Raymond James & Associates since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Kimberly Frankel is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. Her previous roles include positions at Stifel Nicolaus & Co. Inc. and multiple divisions within Raymond James. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes non-discretionary planning using analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Clayton Wood is a CFP® with eight years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His career includes roles at multiple firms such as C.B. Wood Financial LLC, Capital Asset Advisory Services, and The Vanguard Group. Wood is the founder of C.B. Wood Financial LLC and serves as president of the Wood Foundation Inc., a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and offers both discretionary and non-discretionary management across various platforms.

James Greenho is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 35 years of industry experience. His prior roles include positions at Raymond James & Associates and various divisions within Morgan Stanley since 2009. Outside of his advisory work, he volunteers as a tennis coach at Bishop England High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and analytical tools, managing approximately $2.74 trillion in client assets.

Matthew Brosey is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 25 years of experience in financial advising and has been with Merrill Lynch since 2009. He holds the Chartered Retirement Planning Counselor™ designation and the Personal Investment Advisor (PIA) credential. Matthew works with a select group of clients focusing on areas such as college education planning, liquidity management, retirement income, portfolio management services, and tax minimization. His approach involves managing cash flow, investment portfolios, and liabilities with an emphasis on tax efficiency. He also utilizes insurance and estate planning services to assist clients in wealth transfer to the next generation. He holds a bachelor's degree from Indiana University. Matthew resides in Mount Pleasant, South Carolina with his wife Ashley and their two children, Henry and Mimi. Outside of work, he enjoys fishing, football, golfing, and traveling.

Alvin Lowry Jr. is a financial advisor with Cambridge Investment Research Advisors in Mount Pleasant, SC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Mass Mutual Investors Services and First Command Advisory Services before joining Cambridge in 2021. Outside of advising, he serves on the board of the Military Magnet Foundation and holds leadership roles with VFW Post 3137. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals, managing a multi-billion dollar asset base across multiple platforms and custodians.

Colm Bailey is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at South Carolina Federal Credit Union, Cuso Financial Services, and Morgan Stanley. He is also involved with South Carolina Federal Investment Solutions, a business related to his advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a network of advisors. The firm offers a range of financial planning and investment management solutions, including model portfolios and institutional platforms.

Stephen Thomas is a Series 66-licensed financial advisor with 17 years of industry experience, currently affiliated with LPL Financial since 2013. He previously worked at Edward Jones from 2009 to 2013 and briefly at Wells Fargo Clearing. Outside of his advisory role, Thomas coaches youth soccer with the Asheville Buncombe Youth Soccer Organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services supported by model portfolios, third-party asset management, and various institutional platforms.

Helen Bourdier is a financial advisor at Wells Fargo Clearing in Charleston, SC, holding a Series 66 designation with two years of industry experience. She has been with Wells Fargo Clearing since 2011. Outside of her advisory role, she owns and operates Bourdier Properties LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Anna Perkins is a financial advisor at Raymond James & Associates with a Series 66 designation and three years of industry experience. She has held roles outside of finance, including part-time work in catering and bartending at Relish Distinctive Catering and Snee Farm Country Club. Prior to her current position, she has worked in various roles across retail and education. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Lynn Anne Gillen is a CFP® with 25 years of industry experience, currently affiliated with Cetera. She has worked at Cetera Wealth Services and Summit Financial Group in various advisory roles since 2012. Gillen also operates Gillen Wealth Management, LLC as a financial planner. Cetera is an SEC-registered adviser with a nationwide network of independent advisors serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Sean O'Keefe is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at firms including Nicholson Wealth Management Group, Wells Fargo Advisors, Commonwealth, and J.P. Morgan Chase & Co. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Jennifer Gregory is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her work history includes roles at Wells Fargo Clearing and Fidelity prior to joining Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo’s research and tools to develop tailored recommendations.